As CEO and CIO of Lebenthal Asset Management, he is the Chairman of the Investment Committee and oversees the economic and market outlook for clients firm wide. He is also the Chair of the Investment Manager Due Diligence Committee, which is responsible for approval, review and monitoring of outside investment managers. James is a veteran of US Navy, and was a Lieutenant, qualifying as a nuclear submarine engineer. During his tenure, he was awarded 2 Navy Commendation Medals and 4 Navy Achievement Medals. James holds a BA in molecular biology from Princeton University and an MBA from The Wharton School of Business. He holds Series 4, 7 and 63 licenses. He currently lives in Pawling, NY, where he is active int he local community and is an avid outdoorsman.
What does Jim Lebenthal do when he's not investing? Here's a look in our Halftime Report "Trade Off"
Jim Lebenthal, who's up 33 percent this year in his CNBC PRO model portfolio, sells Time Warner.
Jim Lebenthal is getting worried about holding the heavily scrutinized defense company into year end.
Trader Jim Lebenthal liquidated his position in General Motors for CNBC PRO's model portfolio competition.
Jim Lebenthal, who's up 33 percent this year in his CNBC PRO model portfolio, buys Lockheed Martin.
Trader Jim Lebenthal added Pfizer as one of this top holdings for CNBC PRO's model portfolio competition.
Trader Jim Lebenthal, whose "Halftime" model portfolio is up 30 percent this year, is trying protect his gains.
Trader Jim Lebenthal, whose "Halftime" model portfolio is up 26 percent this year, bought shares of Time Warner on Wednesday.
Jim Lebenthal, who's up 27 percent this year in his CNBC PRO model portfolio, buys Cisco.